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Most financial advisor offices run at least three separate industry specific software packages (CRM/Contact Management, Portfolio Management and Financial Planning). Often these packages come from different vendors as each advisor tailors his/her practice with what they consider "best of breed" applications. Many advisors are also adding other software packages to the mix such as document management and other office software to keep track of the myriad of paperwork required by regulatory agencies. The problem with having all of these different software packages is that most of them require their own databases and do not integrate very well with each other. Document Management Systems (DMS) are also becoming popular with financial advisors as it helps organize the office and provides risk management.

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Format:PDFSize:9 KB
Date:Oct 2007
Pages:1

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